Forms

Self-Administered Plans (RRSP, RIF, LIRA, LIF)

De-Registration/Withdrawal Request*
Information Disclosure*
Know Your Client*
Letter of Indemnity and Direction*
Plan Application – RRSP
Share Disclosure – Standard*
Share Disclosure – VCC/EBC/MIC*
Transfer Authorization*

Self-Administered Tax Free Savings Accounts (TFSA)

Information Disclosure*
Know Your Client*
Letter of Indemnity and Direction*
Plan Application – TFSA
Share Disclosure – Standard*
Share Disclosure – VCC/EBC/MIC*
Transfer Authorization*
De-Registration/Withdrawal Request*

Cheque Deposit
Credit Card Authorization
Pre-Authorized Payment Agreement

* Same form for RRSPs etc. and TFSAs